If you are upgrading to the latest version, you must first uninstall the existing version - see Uninstall below. Then you can proceed with installing the latest version as instructed here.

Minimum Requirements

• Microsoft Windows 10 Operating System
• Microsoft Office 2013 (Service Pack 1) or higher, including:
  - MSI
  - 'Click-to-Run'
• If you work behind a firewall, your IT administrator must approve Act-On's servers: Allow Network Traffic from Act-On IPs and Domains

Instructions

Download

To download the installation file, you must be logged in to Act-On.

Marketing Users

1. Navigate to Settings > Connectors > Outlook.
2. Click the download link to download setup.exe

Sales Users

1. Navigate to Resources > Outlook Plugin.
2. Click the download link to download setup.exe
   
   

Install

1. Find the installation file setup.exe It's usually in the Downloads folder. Right-click it and choose Run as administrator:
   
   
   
   
2. You may see a prompt to approve the app to run. If so, click Yes:
   
   
   
   
3. The InstallShield Wizard launches. When it is ready, click Next:
   
   
   
   
4. Review and accept Act-On's license agreement and click Next:
   
   
   
   
5. Review the install location and click Next:
   
   
   
   
6. Review the complete installation settings and click Install:
   
   
   
   
7. When the installation completes, click Finish:
   
   
   
   
8. Next, you are prompted by Microsoft Office Customization Installer to approve the Act-On Outlook Extension. Click Install:
   
   
   
   
9. Once the installer is finished, click Close:
   
   

Once installation is complete, you can begin using the plugin. For instructions, see our User Guide here: Act-On Anywhere for Outlook (legacy version) - User Guide.

Uninstall

1. In Windows, go to Add or remove programs.
2. Uninstall the two Act-On applications in the order below:
   
   • Uninstall the plugin first
   • Uninstall the installer next

Important: Make sure to uninstall the programs in the correct order.

 

FAQs

How do I update my plugin?

Our plugin automatically checks for updates every 24 hours. If you are having problems receiving the latest update, you may be behind a firewall that is blocking the update. Provide this article to your IT team and ask them to ensure your network is approving traffic to/from Act-On: Allow Network Traffic from Act-On IPs and Domains

We also recommend uninstalling the plugin and then downloading and installing the latest version.

 

Troubleshooting

For help resolving errors, see Act-On Anywhere for Outlook (legact version) - Troubleshooting.